Form 990 for tax year 2024
Filed by VIRGINIA OPTOMETRIC ASSOCIATION INC.
Totals
- Total revenue
- $1,429,528
- Total expenses
- $1,354,889
- Contributions and grants received
- $45,644
- Grants paid
- $0
- Program service revenue
- $1,325,122
- Investment income
- $56,067
- Other revenue
- $2,695
- Total assets, end of year
- $2,826,982
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,826,982
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$45,644
-
2a · Program service revenue: MEMBERSHIP DUES
total $1,067,529 · related or exempt $1,067,529
-
2b · Program service revenue: SPONSOR PARTNER PROGRAM
total $193,429 · related or exempt $193,429
-
2c · Program service revenue: SEMINARS & CONVENTIONS
total $158,622 · related or exempt $158,622
-
2d · Program service revenue: DEFERRED REV ADJ LLF
total $7,771 · related or exempt $7,771
-
2e · Program service revenue: DEFERRED REV ADJ CONFERENCE
total $564 · related or exempt $564
-
2f · All other program service revenue
total -$102,793 · related or exempt -$102,793
-
3 · Investment income
total $56,067 · excluded $56,067
-
11a · Other revenue: OTHER REVENUE
total $2,065 · related or exempt $2,065
-
11b · Other revenue: NEWSLETTER REVENUE
total $500 · unrelated business $500
-
11c · Other revenue: FEDERAL TAX REFUND
total $130 · related or exempt $130
-
11e · Other revenue, total
$2,695
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $334,710
-
11c · Fees: accounting
total $4,735
-
11d · Fees: lobbying
total $20,000
-
11f · Fees: investment management
total $5,473
-
12 · Advertising and promotion
total $1,009
-
13 · Office expenses
total $13,972
-
14 · Information technology
total $6,038
-
17 · Travel
total $43,135
-
19 · Conferences, conventions and meetings
total $343,005
-
21 · Payments to affiliates
total $512,535
-
22 · Depreciation, depletion and amortization
total $89
-
23 · Insurance
total $2,000
-
24a · Other expenses: MEMBERSHIP DEVELOPMENT
total $27,262
-
24b · Other expenses: DUES CREDIT CARD FEES
total $17,434
-
24c · Other expenses: CONF CREDIT CARD FEES
total $7,889
-
24d · Other expenses: COMMUNITY SUPPORT
total $6,000
-
24e · All other expenses
total $9,603
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,442,164 · end of year $1,518,446
-
2 · Savings and temporary cash investments
beginning of year $187,949 · end of year $195,412
-
10a · Land, buildings and equipment: cost or other basis
$7,462
-
10b · Land, buildings and equipment: accumulated depreciation
$89
-
10c · Land, buildings and equipment, net
end of year $7,373
-
11 · Investments: publicly traded securities
end of year $1,105,751
-
29 · Capital stock, trust principal or current funds
beginning of year $37,703 · end of year $37,703
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $392,440 · end of year $392,440
-
31 · Retained earnings, endowment or other funds
beginning of year $2,199,970 · end of year $2,396,839
Mission and programs · 2024
Mission
TO IMPROVE THE VISION CARE AND HEALTH OF THE PUBLIC AND TO PROMOTE THE ART AND SCIENCE OF THE PROFESSION OF OPTOMETRY.
-
THE ASSOCIATION PUBLISHES NEWSLETTERS AND BROCHURES THAT INFORM MEMBERS OF CURRENT ISSUES AFFECTING THE OPTOMETRIC INDUSTRY, AS WELL AS PROVIDING A MEDIUM FOR PRESENTING SERVICES TO THE MEMBERSHIP. THE ASSOCIATION SERVES 795 MEMBERS. MEETINGS, CONVENTIONS, AND EDUCATION EVENTS ARE HELD TO OFFER CONTINUED EDUCATION FOR LICENSED OPTOMETRISTS IN THE COMMONWEALTH OF VIRGINIA. THESE EDUCATION REQUIREMENTS ARE REQUIRED IN ORDER TO MAINTAIN A LICENSE IN THE COMMONWEALTH OF VIRGINIA.
As filed on the 2024 return.
Listed in Part VII
-
Gene Sweetnam OdGENE SWEETNAM OD
PAST PRESIDE
- Total calculated
- $0
-
Jacqueline Theis OdJACQUELINE THEIS OD
PRESIDENT
- Total calculated
- $0
-
Scott MannSCOTT MANN
PRESIDENT-EL
- Total calculated
- $0
-
Mandy Pennington OdMANDY PENNINGTON OD
VICE PRESIDE
- Total calculated
- $0
-
Christine Paschal OdCHRISTINE PASCHAL OD
SECRETARY/TR
- Total calculated
- $0
-
Sushil JainSUSHIL JAIN
TRUSTEE
- Total calculated
- $0
-
Michael Polo OdMICHAEL POLO OD
TRUSTEE
- Total calculated
- $0
-
David Rose OdDAVID ROSE OD
TRUSTEE
- Total calculated
- $0
-
Lisa Wallace-Davis OdLISA WALLACE-DAVIS OD
TRUSTEE
- Total calculated
- $0
-
John Dragon OdJOHN DRAGON OD
TRUSTEE
- Total calculated
- $0
-
Anthony Zarella OdANTHONY ZARELLA OD
TRUSTEE
- Total calculated
- $0
-
Patrick CurranPATRICK CURRAN
TRUSTEE
- Total calculated
- $0
-
Katherine RachonKATHERINE RACHON
TRUSTEE
- Total calculated
- $0
-
Kristy Robinson LeeKRISTY ROBINSON LEE
TRUSTEE
- Total calculated
- $0
-
Bruce B Keeney JrBRUCE B KEENEY JR
EXECUTIVE DI
- Total calculated
- $0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202503179349304475
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